SWA
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Sax Wealth Advisors’s Fidelity Fundamental Small-Mid Cap ETF FFSM Stock Holding History

Sax Wealth Advisors’s Portfolio FFSM Stock Details FFSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.18M Buy
116,808
+15,203
+15% +$413K 0.19% 76
2025
Q1 		$2.56M Buy
101,605
+47,858
+89% +$1.21M 0.18% 75
2024
Q4 		$1.44M Buy
+53,747
New +$1.44M 0.11% 90